NFP Retirement Inc’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
72,161
-11,752
| -14% | -$314K | 0.13% | 94 |
|
|
2025
Q1 | $2.26M | Buy |
83,913
+4,182
| +5% | +$112K | 0.18% | 67 |
|
|
2024
Q4 | $2.06M | Buy |
79,731
+3,317
| +4% | +$85.7K | 0.16% | 79 |
|
|
2024
Q3 | $2.05M | Sell |
76,414
-19,334
| -20% | -$519K | 0.17% | 82 |
|
|
2024
Q2 | $2.49M | Sell |
95,748
-7,428
| -7% | -$193K | 0.21% | 67 |
|
|
2024
Q1 | $2.69M | Sell |
103,176
-16,984
| -14% | -$443K | 0.23% | 64 |
|
|
2023
Q4 | $3.14M | Buy |
120,160
+786
| +0.7% | +$20.5K | 0.53% | 44 |
|
|
2023
Q3 | $3.01M | Sell |
119,374
-22,998
| -16% | -$581K | 0.58% | 40 |
|
|
2023
Q2 | $3.73M | Sell |
142,372
-4,896
| -3% | -$128K | 0.7% | 36 |
|
|
2023
Q1 | $3.95M | Buy |
147,268
+15,538
| +12% | +$416K | 0.79% | 32 |
|
|
2022
Q4 | $3.41M | Buy |
131,730
+51,778
| +65% | +$1.34M | 0.75% | 35 |
|
|
2022
Q3 | $2.07M | Buy |
79,952
+23,770
| +42% | +$616K | 0.51% | 55 |
|
|
2022
Q2 | $1.57M | Sell |
56,182
-52,880
| -48% | -$1.48M | 0.4% | 59 |
|
|
2022
Q1 | $3.31M | Buy |
109,062
+73,310
| +205% | +$2.23M | 0.78% | 37 |
|
|
2021
Q4 | $1.12M | Buy |
+35,752
| New | +$1.12M | 0.4% | 46 |
|
|
2021
Q3 | – | Sell |
-22,186
| Closed | -$693K | – | 142 |
|
|
2021
Q2 | $693K | Buy |
+22,186
| New | +$693K | 0.27% | 63 |
|